Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Short Term Bond Fund in their Schedule of Assets, totaling $460.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE SAVINGS PLAN MASTER TRUST-NTC | INDIANAPOLIS IN | — | $9.2B | $454.0M |
| 2 | BOARD OF TRUSTEES OF LOCAL 522 PENSION FUND LOCAL 522 PENSION FUND | BROOKLYN NY | 846 | $123.0M | $6.6M |
| 3 | CONTROL SOLUTIONS, INC. CONTROL SOLUTIONS, INC. 401(K) PLAN |
PASADENA TX |
| 231 |
| $17.3M |
| $37K |
